Tom Sherlock put all his chips in the middle when he started Talonvest. 16 Years later and he’s happy he did.

1 rich Libsyn https://www.libsyn.com 90 600 Tom Sherlock put all his chips in the middle when he started Talonvest. 16 Years later and he’s happy he did. I sit down with Tom Sherlock, Co-founder of Talonvest Capital, for an essential deep dive into the financial state of self-storage. With a career spanning back to 1985, Tom has lived through the RTC crisis, the Great Financial Crisis, and the current 2026 market shift . Tom shares the story of how his firm made a high-stakes bet on the "institutionalization" of storage back in 2011, pivoting their business just as the asset class began its meteoric rise . We discuss the current "reality check" for developers and owners who capitalized deals three years ago, the abundance of capital still chasing the sector, and why lender discipline is actually a sign of long-term health . Key Takeaways from this Episode: Navigating Disruption: Why Tom believes that the most successful firms are built during market disruptions rather than boom cycles . The Discipline of Capital: Insights into how life insurance companies, banks, and CMBS lenders are viewing storage today . Relationship + Technology: How Talonvest balances "old-school" relationship building with "new-school" data analytics to provide better options for their clients . Interest Rate Outlook: Why Tom agrees with Howard Marks that we should prepare for a "higher for longer" interest rate environment . Small Bay Interest: Why BKM and others are looking at small-bay industrial as the next frontier for diversified growth . Whether you are looking to structure a $10 million or $500 million financing package, Tom Sherlock’s perspective from the front lines of Talonvest is the reality check every operator needs . Connect with Tom Sherlock: Email: tsherlock@talonvest.com Website: www.talonvest.com Connect with Thaddeus Campbell: Website: https://s3.partners/ LinkedIn: https://www.linkedin.com/in/itsthadcampbell/ This episode was brought to you by: https://www.kiwiconstruction.com/ &nbsp; Stories Behind the Door https://safestorageusa.com <iframe title="Libsyn Player" style="border: none" src="//html5-player.libsyn.com/embed/episode/id/40138095/height/90/theme/custom/thumbnail/yes/direction/forward/render-playlist/no/custom-color/88AA3C/" height="90" width="600" scrolling="no" allowfullscreen webkitallowfullscreen mozallowfullscreen oallowfullscreen msallowfullscreen></iframe> https://assets.libsyn.com/secure/content/198656260